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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,723 | $61,660-50.2% | $80,022-61.6% | $64,181-52.1% |
| Participation rate | 92.4% | 71.7%+20.7pp | 75.8%+16.6pp | 69.6%+22.9pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,657 | $2,968+259.1% | $3,686+189.1% | $3,470+207.2% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |